Morgan Stanley
47yrs
Top advisor by experience in New York
21yrs
Based in New York, New York, Daniel Park is a fiduciary financial advisor with 21 years of industry experience. Daniel has been with Cerity Partners since 2021; before that, Daniel spent two years at Dendron Advisors and a year at Black Coral Financial Advisors. Daniel holds the CFP® designation.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience21 years (since 2006)
How that compares ?More experience than 74% of advisors at Cerity Partners
Office99 Park Avenue 16th Floor, New York, NY 10016
FirmCerity Partners
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$4.57 million
Advisors at the firm762
States licensed ?1 state
Services through Cerity Partners
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowCerity Partners LLCCurrent firm
- Feb 2014 – Dec 2015Dendron Advisors, LLCPreviously
- Dec 2012 – Jan 2014Black Coral Financial Advisors, LLCPreviously
- 2006 – 2012Goldman Sachs Wealth Services, L.P.Previously
Contact Daniel
(212) 850-4260Cerity Partners main office 99 Park Avenue 16th FloorNew York, NY 10016Office · Get directions
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Cerity Partners at (212) 850-4260 and ask for Daniel Park. Daniel works from the New York, NY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2006, about 21 years. More experience than 74% of advisors at Cerity Partners.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Cerity Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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